About Us Curi Capital, founded in 2005, is a rapidly growing national registered investment advisory firm (RIA) based in Chicago. We are committed to building meaningful relationships and making a difference in our clients’ financial wellness. Our mission is focused on enriching the lives of our teammates, clients, partners, and the communities in which we live and work. Curi Capital is perennially ranked among Barron’s Top 100 Independent Registered Investment Advisors globally. Our values—Accountability, Curiosity, Teamwork, Inclusion, and Service Commitment—are at the core of our culture.
We’re looking for a passionate, self-driven individual to join our Client Advisory Team as a Wealth Advisor. In this role, you will offer comprehensive wealth planning advice to established clients while growing new client relationships through community involvement, referrals and business development initiatives.
Curi Capital is an established Registered Investment Advisor (RIA) where individuals that are team-oriented, relationship-driven, and naturally curious will thrive. As a Wealth Advisor at Curi Capital, each solution you help implement makes a lasting impact to help secure the financial future of your clients, their families or their business.
Offer comprehensive wealth planning and provide advice on all aspects of a family’s financial well-being, which include:
Financial planning and budgeting
Asset allocation and investments




Estate and tax planning
Insurance analysis and review
Demonstrate a strong knowledge of capital markets and the importance of asset allocation to advise clients
Demonstrate a genuine involvement in the local community
Passionate about serving clients
Certified Financial Planner (CFP) designation - required
Bachelor’s degree - required
Experience serving physicians is preferred but not required
Experience with financial planning software (MoneyGuide or eMoney)
The base salary will be commensurate with an individual’s work experience and educational background.
By providing valued advice and support, we help strengthen care, mitigate risk, and build financial futures to enhance the lives of those we serve.
Inclusion: We respect, recognize, and encourage the differences that make us stronger—we are better together
Service Commitment: We demonstrate an unwavering commitment to our clients, business partners, teammates, and communities.

Curi Capital offers eligible team members and their dependents comprehensive health benefits, including medical, dental, vision, and life insurance. Other benefits for eligible team members include education assistance, annual bonus opportunity, 401(k) with employer match, short-term and long-term disability, versatile time off, and 13 paid holidays annually.
Review our Privacy Policy here.
#

📌 Financial Planning & Analysis Advisor (Quinte West)
🏢 Curi Capital
📍 Quinte West